Find Help · Missouri
Verified financial advisors in
Missouri.
Financial Advisors serving Missouri. Before a listing appears here, we check the provider's phone, business address, and working website against the provider's own site, and MORTL writes the standard listing description from it. Sponsored Pro and Premium cards may include a provider-written bio.
Provider listings aren’t recommendations, endorsements, guarantees, or referrals. We don’t verify licenses, disciplinary history, availability, or quality. Check those directly before hiring.
What Missouri law says before a provider can do anything
Ask a funeral home about these before you sign. They set what has to happen, and when, no matter who you hire.
Verified in Missouri so far: 77 financial advisors, 18 hospice & palliative care, 5 funeral homes, 2 grief counselors.
Every figure here comes from MORTL's Missouri guide, which cites the statute or the state agency behind it. Read the Missouri guide for the rest of it: the cremation and burial rules in full, probate and the small-estate threshold, who inherits when there's no will, advance directives, and the estate tax.
If someone has already died, what to do first in Missouri is the order to work in. It's free and it always will be.
1248 Partners, LLC
Missouri investment advisory firm offering investment advisory and private equity investment services in the Kansas City area.
Acropolis Investment Management
Missouri financial advisory firm offering wealth management, retirement plan services, and business transition planning for individuals, institutions, and retirement plans, including services for banks and high-net-worth clients, in the Chesterfield area.
Alexander Labrunerie & Co., Inc.
Missouri financial advisor offering financial planning, investment management, longevity planning, and education and legacy planning services, including insurance and retirement income management strategies, in the Columbia area.
American Century Investment Management Inc
Missouri investment management firm offering mutual funds, ETFs, retirement accounts, brokerage, and legacy planning services in the Kansas City area.
Aquilant Advisors
Missouri financial advisory firm offering financial planning, investment management, retirement, risk, and insurance services, including wealth management for affluent individuals, in the St. Louis area.
Argos Capital Partners, LLC
Missouri investment advisory firm offering index investing strategies, financial planning, investment monitoring and reporting, and direct private investments in real estate and operating companies, including services for family office clients in the St. Louis area.
Ascension Investment Management
Missouri investment management firm offering investment advisory and impact investing strategies for faith-based organizations, including socially responsible investment policies aligned with Catholic principles, in the St. Louis area.
Asset Consulting Group, LLC
Missouri financial advisor offering investment program development, portfolio implementation, and ongoing oversight services for private and institutional investors in the Clayton area.
Atwood & Palmer, Inc.
Missouri financial advisor offering wealth management and charitable fund services for high-net-worth individuals, multigenerational families, and foundations, including generational wealth preservation and growth planning, in the Kansas City area.
Benjamin F. Edwards Wealth Management, LLC
Missouri wealth management firm offering investment advisory, wealth management, and cash management products and services in the St. Louis area.
Brady Family Wealth, LLC
Missouri financial advisor offering strategic financial planning, retirement income planning, tax strategy, in-house investment management, multi-generational wealth guidance, cash-flow management, and risk planning, including coordination with CPAs and attorneys, in the Saint Louis area.
Bridgewater Asset Management LLC
Missouri financial advisory firm offering retirement, investment, estate, insurance, tax, and lifestyle planning resources in the Chesterfield area.
Bright Portfolios, LLC
Missouri investment advisory firm offering focused equity, diversified equity, fixed income ladder, and diversified fixed income strategies in the Lee's Summit area.
Build Asset Management
Missouri financial advisory firm offering wealth management, separately managed accounts, investment funds, ETFs, and retirement CITs, including a bitcoin-backed private credit fund, in the Jefferson City area.
Capital Investment Management, Inc
Missouri financial advisory firm offering investment management, retirement planning, tax planning, estate planning, life insurance, and long-term care insurance, including CFP® professional guidance, in the Lee's Summit area.
Capital Management Services, Inc.
Missouri financial advisory firm offering retirement planning, investment advisory, and wealth management services, including IRA planning and pension and asset management, in the Manchester area.
Claris Advisors, LLC
Missouri financial advisory firm offering wealth management, retirement, and investment services for individuals, families, businesses, and institutions in the St. Louis area.
Clarity Financial Planners
Missouri financial advisor offering fee-only financial planning and wealth management services in the Clayton area.
Clayton Financial Group, LLC
Missouri financial advisory firm offering investment planning, financial planning, tax planning, estate planning, risk management, and retirement plan management for foundations and endowments in the St. Louis area.
Confluence Investment Management LLC
Missouri investment management firm offering portfolio management, advisory services, value equity, fixed income, balanced accounts, asset allocation, international equity, and alternative investment strategies in the Saint Louis area.
Cornerstone Select Advisors, LLC
Missouri financial advisory firm offering investment advisory, portfolio management, and analysis services in the St. Louis area.
Cortland Associates Inc
Missouri investment management firm offering wealth management, risk management, and client services in the St. Louis area.
Cql Capital Management
Missouri investment management firm offering small cap value, small cap core, and small cap growth investment strategies in the Chesterfield area.
Detalus Advisors, LLC
Missouri financial advisor offering wealth management, retirement, 401(k), and profit-sharing services, including cash management and investment portfolio management, in the St. Louis area.
Diversified Financial Advisors, LLC
Missouri financial advisory firm offering asset management, retirement plan consulting, financial planning, estate, insurance, and tax resources for individuals and plan sponsors in the Town and Country area.
Droms Strauss Wealth Management
Missouri financial advisor offering investment management, financial planning, and wealth management services, including asset allocation and portfolio construction, in the St. Louis area.
Eagle Bluffs Wealth Management LLC
Missouri financial advisor offering wealth management, investment philosophy guidance, and portfolio management services, including fixed income management, in the Columbia area.
Ekon Advisors, LLC
Missouri financial advisor firm offering retirement plan services including 401(k), 403(b), 457, defined benefit, profit sharing, and money purchase plans in the St. Louis area.
Equity Wealth Partners, LLC
Missouri financial advisor offering financial planning, retirement planning, estate and charitable giving, investment strategies, and portfolio management, including services for business owners, retirees, and women investors, in the Independence area.
Family Investment Center
Missouri financial advisor offering financial planning, retirement planning, estate planning, tax planning, tax preparation, insurance review, Social Security planning, education planning, and portfolio analysis and investment implementation services in the Saint Joseph area.
About This Directory
How provider listings work.
Providers come from public sources and provider submissions. Before a listing goes live, MORTL checks the provider's phone, business address, and working website. MORTL writes standard listing descriptions from that site. Sponsored Pro and Premium cards may include a provider-written bio. A provider without a working website isn’t listed.
A listing isn’t a recommendation, endorsement, guarantee, or referral.
MORTL checks a license only for estate attorneys: a lawyer the firm names has to show as active on the state’s official lawyer lookup before the listing goes up. MORTL doesn’t verify any provider’s disciplinary history, availability, or quality of service. Provider information can change after a listing is added.
Before hiring any provider, check their license with the state licensing board or professional authority, get pricing in writing, and confirm availability directly.
Know Someone Good?
Suggest a provider.
Worked with a funeral home, grief counselor, hospice, financial advisor, or death doula worth finding? Tell us who they are. It takes a minute and it's free.
Every suggestion gets the same check as the rest of the directory: we confirm the provider's phone and address against their own website before anything is listed.
Death doulas aren’t in the directory because no verifiable registry exists to check them against. You can still suggest one; submissions stay open.
For Providers
Get listed. Free.
MORTL readers are planning ahead: people getting their wills, directives, and funeral wishes in order before a crisis. Listing here puts you in front of them before they need you.
A standard listing in the MORTL directory costs nothing, now or later. We list funeral directors, grief counselors, financial advisors, and hospice providers. Founding providers get in before the category fills up.
Death doulas can apply, but don’t appear in the directory yet: no verifiable registry exists to check a doula listing against.
A listing in the MORTL directory isn’t a recommendation, endorsement, guarantee, or referral. Before hiring any provider, verify credentials directly with the appropriate state licensing board.
Want paid placement? A standard listing stays free. Approved Featured plans add labeled sponsored placement and tier-specific card features. Compare Featured plans →
Don't see your state?
We're adding providers every week. Suggest a provider you've worked with, or sign up to be notified when your state goes live.
Financial Advisors by state
Every state has its own financial advisors page, and every listing is checked against the provider's own website before it appears.
- Alabama
- Alaska
- Arizona
- Arkansas
- California
- Colorado
- Connecticut
- Delaware
- Florida
- Georgia
- Hawaii
- Idaho
- Illinois
- Indiana
- Iowa
- Kansas
- Kentucky
- Louisiana
- Maine
- Maryland
- Massachusetts
- Michigan
- Minnesota
- Mississippi
- Missouri
- Montana
- Nebraska
- Nevada
- New Hampshire
- New Jersey
- New Mexico
- New York
- North Carolina
- North Dakota
- Ohio
- Oklahoma
- Oregon
- Pennsylvania
- Rhode Island
- South Carolina
- South Dakota
- Tennessee
- Texas
- Utah
- Vermont
- Virginia
- Washington
- Washington, DC
- West Virginia
- Wisconsin
- Wyoming
Provider Directory Disclosure: A listing in the MORTL directory isn’t a recommendation, endorsement, guarantee, or referral. Before listing, MORTL checks each provider's phone, business address, and working website. MORTL writes standard descriptions from that site; sponsored Pro and Premium cards may include a provider-written bio. MORTL doesn’t verify every license, disciplinary history, availability, or quality. Check credentials directly before hiring. Read our Provider Review Policy →